Forestry Investment Options

Awatea Forest Fund

Awatea Targets the ownership of 5,000 hectares of quality forest assets in a diversified portfolio generating regular cashflow returns and capital enhancement through timber and carbon activities.
MINIMUM INVESTMENT

$20k

TARGETED IRR

△ +7%

Secondary Market

An opportunity to invest in an already established forest ranging from second rotation forests (already had their first harvest) or forests that are closer to their harvest date.

Private

RDNZ partners with Individuals and Family Offices, expertly handling the sourcing, acquiring and management of tailored freehold forest investments and portfolios.

Typical Portfolio Size: 250 to 5,000 hectares

Institutional

RDNZ partners with Corporates, Institutions and Funds, expertly handling the sourcing, acquiring and management of tailored freehold forest portfolios.

Typical Portfolio Size: 2,000 to 20,000 hectares

Secondary Market

Roger Dickie NZ operates an active Secondary Market. We understand that investors’ circumstances can change; therefore, our Secondary Market provides the opportunity for investors to buy and sell units in various partnerships at different stages in the Forest Rotation and Farming Cycle.

 

Advantages of the Secondary Market include:

  • The forest has already passed the initial risk stage of establishment.
  • The area of trees and stocking rate are quantifiable.
  • It can offer a shorter-term investment.
  • All major work has often been completed, resulting in minimal holding costs.

 

A few important points to note:

  • Before units can be offered for sale on the Secondary Market, existing partners in the relevant partnerships have a pre-emptive right of purchase. This means that partners in those partnerships have a 28-day period to exercise their right of purchase before the units can be sold to the wider Roger Dickie investor database.
  • The vendor sets the sale price for transactions on the Secondary Market. Roger Dickie NZ can provide information about the most recent net asset value (NAV), recent sales of similar units, and other relevant details regarding the partnerships.
  • The speed and value in which units are sold on the Secondary Market will be determined by supply and demand.
  • The full sale price must be paid upon purchase. Prices are not negotiable and are established by the vendor.
  • A deed of authority to sell is required to facilitate a sale on the Secondary Market.
  • The vendor’s (and buyers) AML (Anti-Money Laundering) and CFT (Counter Financing of Terrorism) information must be satisfactory at the time of sale or transfer.
  • Fees will be deducted as detailed in the deed of authority to sell.
  • The Secondary Market is offered on a best endeavour’s basis, and no guarantees or warranties are provided by Roger Dickie NZ.
  • Roger Dickie NZ Limited is not providing financial advice. Investors should obtain independent financial advice before making any investment decisions.

Disclaimer: The above target returns and terms are performance objectives only. They are not forecast projected returns, and are not guaranteed. Roger Dickie (N.Z.) Limited is currently seeking preliminary indications of interest, no indication of interest will involve an obligation or a commitment to acquire any financial products. No offer of financial products is currently being made and no money is currently being sought. Financial products cannot currently be applied for or acquired. Any offer will be made in accordance with the Financial Markets Conduct Act 2013.

 

Private

Whole forest ownership

RDNZ partners with Individuals and Family Offices, expertly handling the sourcing, acquiring and management of tailored freehold forest investments and portfolios.

Typical Portfolio Size: 250 to 5,000 hectares.

Institutional

Build a portfolio

RDNZ partners with Corporates, Institutions and Funds, expertly handling the sourcing, acquiring and management of tailored freehold forest portfolios.

Typical Portfolio Size: 2,000 to 20,000 hectares.

 

Foreign Investment

RDNZ is the leading investment specialist facilitating more than 30 successful foreign investment consents (100% success) in New Zealand forestry assets.

Under the Overseas Investment Act, investment into Greenfield forest projects is subject to satisfying the ‘General Benefit to New Zealand Test’ and Brownfield forest projects are subject to satisfying the ‘Special Forest Test’.

Forestry is considered to make a positive contribution on various economic and climate related levels, providing a ‘benefit’ to New Zealand.

Under the Overseas Investment Act, investment into Greenfield forest projects is subject to satisfying the ‘General Benefit to New Zealand Test’ and Brownfield forest projects are subject to satisfying the ‘Special Forest Test’.

Forestry is considered to make a positive contribution on various economic and climate related levels, providing a ‘benefit’ to New Zealand.

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